Webcast replay: Tips for easing clients' concerns during volatile markets

December 17, 2018

 
Don Bennyhoff

Don Bennyhoff

Fran Kinniry

Fran Kinniry

Emotions can get in the way of your clients' achieving their financial goals. You act as a circuit breaker to prevent clients from abandoning a well-thought-out financial plan.

In a recent live webcast, Don Bennyhoff and Fran Kinniry of Vanguard Investment Strategy Group answered advisor questions on how you can use behavioral coaching to create value beyond portfolio management. Don and Fran provided viewers with ready-to-implement tools and strategies to guide clients past their uncertainty.

Watch the full replay here.

Links to third-party websites will open new browser windows. Except where noted, Vanguard accepts no responsibility for content on third-party websites.

Note:

  • All investing is subject to risk, including the possible loss of the money you invest.

 

Our insights straight
to your inbox

Our insights straight to your inbox

Receive our latest Advisor's Digest
research
and commentary sent the
first business
morning every week.

A weekly digest of our latest research and commentary. Topics include the economy and markets, portfolio strategy, ETFs, and practice management.


Fund openings/closings, fund manager changes, dividend distributions, webinars, and other events you might want to know about.



Already registered? Log on to
manage your
email subscriptions.